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W. David Fay
W. David Fay
Second Vice President - Wealth Management
Financial Planning Specialist
5255 East Williams Circle
Suite 5000
Tucson, AZ 85711
tel: 520-745-7069
toll free: 800-321-8440
fax: 520-745-7073
Email Me
Welcome Education Honors Services Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • MBA, 2003
    University of Arizona - Eller College of Management
    Tucson, AZ
  • MLA, 2000
    Southern Methodist University
    Dallas, TX
  • BA, 1993
    Texas Tech University
    Lubbock, TX
Honors and Recognitions
  • Blue Chip Council, 2006
  • Blue Chip Council, 2007
Services
  • Asset Management
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Business Planning
  • Cash Management
  • Estate Planning
Associations
  • Deacon, Catalina Foothills Church
  • Contributor, Inside Tucson Business
Business Experience
  • 2004 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Tucson, AZ
Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.
W. David Fay is licensed in the following state(s): AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Recessions and Bear Markets (pdf)

Monday Morning Musings (pdf)
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Morgan Stanley Smith Barney
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